Performance Measurement and Attribution Practices

In today’s competitive and increasingly global economy, investment managers are focused on retaining clients by delivering and reporting on strong portfolio performance.

This Cutter Benchmarking study focuses on the systems, processes, and organization required to accurately measure performance and effectively publish results for internal and external consumers. The resulting report will tell you everything you need to know about your firm’s PMA capabilities and effectiveness. It will also provide insights into trends recorded since our last survey on this topic in 2018.

Find out where you stand compared to peer firms and to the Cutter Associates Capability Model. The study explores your firm’s capabilities in these key categories:

Organization

Your focus on and oversight of performance processes, including a reflection of the expertise of your staff and management

Process

The rigor with which Performance Measurement and Attribution calculations are produced and validated, the frequency and timing of results, and GIPS Compliance (where applicable)

Reporting

Your capabilities for producing effective performance reports for internal and external consumers

Data Management

Your processes for managing performance and benchmark data, including sourcing, validation, and storage

Technology

Your tools and systems architecture supporting performance

What will you receive as a result of your participation?

Upon completion of the survey, all participants will receive a flash report that compares your firm’s practices with Cutter’s Capability Model.

There is no charge to complete the survey and receive your flash report.

Cutter members that complete the survey will also receive a detailed and personalized report on how your firm compares with other firms in each of the capability areas.

Non-members will have the option to a purchase the full report. Want to learn more about becoming a member? Contact us at connect@cutterassociates.com.

Questions?

Please contact Beth LaGambina at blagambina@cutterassociates.com.